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  1. Pin Notes

    5 votes

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    2 comments  ·  Notes  ·  Admin →
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    Hannah Clegg commented  · 

    I agree with this, we have clients where important notes need to be pinned to the top. It also saves time and allows other staff members to see the important note

    Hannah Clegg supported this idea  · 

  2. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Hannah Clegg supported this idea  · 

  3. Add living with partner to Fact Find

    15 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  · 

  4. Mothers maiden name on the fact find

    12 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  · 

  5. Address history for last 3 years - should be a compulsory component to the fact find.

    15 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  · 

  6. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    13 votes

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    under review  ·  5 comments  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  · 

  7. Edit fact find download

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  · 

  8. Credit commitments to be time stamped

    8 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Hannah Clegg supported this idea  ·